Dedham, MA Legacy Place, 2nd Office

Mission Wealth Management serves high‑net‑worth individuals and families as well as institutional clients such as pension plans, endowments, and charitable organizations, offering wealth management, personalized financial planning, investment management, and related consulting services. The firm’s service set also includes tax planning and preparation support, estate and trust coordination, pension fund consulting, and retirement plan advisory work under ERISA roles.

The firm describes a “total picture” approach that integrates investment management with tax, trust, legacy, philanthropy and risk planning, tailoring portfolios and service tiers to client needs and using both internal management and, in select cases, third‑party sub‑advisors. Portfolios commonly feature ETFs, institutional mutual funds, direct securities and a range of alternative investments (including private equity, direct debt, real estate and interval funds); the firm typically manages accounts on a discretionary basis while permitting client‑directed or non‑discretionary arrangements as requested.

Distinctive features disclosed in the brochure include an in‑house Risk Management Department that is licensed to place insurance products and occasionally offers insurance solutions (with advisors spending a small portion of time on those activities), and active participation in referral programs run by major custodians (Fidelity’s WAS and Schwab’s SAN), arrangements the firm discloses as creating potential custody‑related incentives and for which it describes mitigation measures. The firm also highlights cross‑border planning capabilities and a hybrid mix of individual and institutional services (including ERISA advisory arrangements), which extend its offerings beyond a typical retail‑focused advisory practice.